Personal Capital is an online wealth management platform that combines digital technology with highly personalized service to provide a holistic view of your finances.
Pros
- Free budgeting tool with reports
- Free investment tools
- Investment management and customized roadmaps for eligible users
Cons
- High minimum balance requirement for premium tools and services
- Not as user-friendly for everyday users
- Geared toward investors
Key Facts
| Price | Free; Some Premium Tools |
| Best For | Investors |
| Seller | personalcapital.com/financial-software |
| iOS Rating | 4.7/5 |
| Google Play Rating | 4.3/5 |
Features and benefits
- Create and Manage Budgets
- Track Spending
- Create Savings Goals
- Free and Premium Tools
- Savings Calculator
- Investment Tracking
- Personalized Investment Advice
- Net Worth Tracking
- Monitor Daily Activity
Editorial Rating*
7.6 Fair
“Personal Capital’s premium tools are expensive and only available to eligible users, but anyone can use the robust free tools. The app is geared toward investors.”
How Does Personal Capital Work?
Personal Capital syncs to your bank accounts and tracks your investment as well as income and expenses to generate customized reports.
Best For:
Investors
Download the Personal Capital Budgeting App Now!
Get a 360-degree view of your money. See all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
*Ratings that appear on this site are determined by our subjective opinion and are based on an analysis that aggregates a company’s reputation, services, general consumer interest, fees, and features. Listings that appear on this site are not endorsements.